Peninsula Wealth’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.31M | Buy |
4,534
+19
| +0.4% | +$5.51K | 0.22% | 42 |
|
|
2024
Q3 | $1.3M | Sell |
4,515
-118
| -3% | -$34K | 0.23% | 43 |
|
|
2024
Q2 | $1.28M | Buy |
4,633
+1,446
| +45% | +$399K | 0.24% | 42 |
|
|
2024
Q1 | $828K | Buy |
3,187
+1,044
| +49% | +$271K | 0.17% | 51 |
|
|
2023
Q4 | $508K | Buy |
+2,143
| New | +$508K | 0.1% | 57 |
|
|
2023
Q3 | – | Sell |
-945
| Closed | -$208K | – | 85 |
|
|
2023
Q2 | $208K | Buy |
+945
| New | +$208K | 0.05% | 74 |
|
|
2022
Q2 | – | Sell |
-1,039
| Closed | -$237K | – | 72 |
|
|
2022
Q1 | $237K | Buy |
1,039
+1
| +0.1% | +$228 | 0.07% | 62 |
|
|
2021
Q4 | $251K | Buy |
+1,038
| New | +$251K | 0.07% | 61 |
|